Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM CAPITAL MANAGEMENT LLC | CAP STK CL C | 5001 | $437,000 | 200 | 0.24 | 0.21 | 7 | 3.63 | 06-30-2022 |
EQUITEC PROPRIETARY MARKETS LLC | CAP STK CL C | 5002 | $28,186 | 200 | 0.00 | 200 | +Inf | 12-31-2023 | |
GUARDIAN WEALTH MANAGEMENT INC | Stock | 5003 | $28,045 | 199 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TANDEM WEALTH ADVISORS LLC | Stock | 5004 | $27,199 | 193 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |